Trusted by 500+ Home Builders
The Home Builder CRM Built for Custom & Production Builders
BuilderMate is the home builder CRM purpose-built for custom home builders, production builders, and remodelers. Handle selections, allowances, construction draws, change orders, warranty claims, and client communication — all from one platform. Starts at $99/mo with all features included.
Why Home Builders Need a Purpose-Built CRM
Generic CRMs like Salesforce, HubSpot, or Pipedrive weren't built for the way home builders run their business. They can't track selections and allowances, manage construction draws, process change orders with homeowner signatures, or handle 1/2/10-year warranty obligations. That's why every serious custom home builder, production builder, and semi-custom builder eventually adopts a dedicated home builder CRM.
BuilderMate is a home builder CRM software platform that unifies lead capture, long-cycle sales follow-up, homeowner portals, selections, construction draws, job costing, change orders, subcontractor management, home builder warranty software, and post-closing customer satisfaction surveys. It replaces the typical stack of spreadsheets, email, a drawing tool, a scheduling app, and QuickBooks with one integrated CRM for home builders. Whether you build 5 custom homes a year or 500 production homes, BuilderMate scales with you — at $99/mo with all features included.
Everything Home Builders Need in One CRM
From initial estimate through warranty service, our CRM for home builders handles every aspect of custom home construction.
Custom Home Management
Track every phase from pre-construction through warranty. Manage multiple builds simultaneously with complete visibility.
Selections & Allowance Tracking
Let homeowners make selections online. Track choices, deadlines, and allowances. Automatic change orders when allowances are exceeded.
Construction Draw Management
Invoice based on construction milestones or percentage complete. Handle retainage, draw schedules, and final releases.
Construction Scheduling
Coordinate subcontractors, inspections, and client walk-throughs. Automated SMS/email reminders reduce no-shows.
Change Order Management
Document every scope change with client approval. Protect profits with clear change order tracking.
Home Builder Warranty Software
Track 1/2/10-year warranty periods, log service requests, and maintain positive relationships after closing.
Common Home Building Challenges — Solved
Selections Chaos
Homeowners making dozens of selections across lighting, plumbing, flooring, cabinets, countertops, appliances, and more. Tracking everything in spreadsheets or notebooks leads to errors and forgotten choices.
How We Fix It
BuilderMate's selections management system keeps every choice organized with photos, deadlines, and allowance tracking. Homeowners log into their portal to see what they've selected and what decisions are still pending.
Complex Change Orders
Custom homes always have changes — room additions, upgraded finishes, revised floor plans. Managing change orders while protecting profit margins is critical.
How We Fix It
Create change orders with detailed line items, get digital client approval, and automatically update project budgets and schedules. See exactly how each change impacts your profit margin in real-time.
Progress Payment Delays
Waiting for construction loan draws or progress payments means cash flow struggles. Invoicing is complex with multiple stages and retainage.
How We Fix It
Set up payment schedules based on construction milestones. Send professional progress invoices with inspection reports and photos attached. Accept online payments and send automated reminders.
Subcontractor Coordination
Coordinating 15–20 different subcontractors across a 6–12 month build timeline. Who's scheduled when? What's been completed? What's paid?
How We Fix It
Give subs portal access to see their schedule, upload inspection certificates, and view payment status. Track all sub work, invoices, and payments in one place linked to your construction schedule.
Warranty Claims Falling Through Cracks
Once the homeowner moves in, warranty requests come through email, text, phone — and are easy to lose. A missed warranty claim damages your reputation and referral pipeline.
How We Fix It
Our home builder warranty software gives homeowners a portal to submit warranty requests, photos, and notes. Automatically routes to the right sub or crew. Tracks resolution time and builds a case history per home.
Slow Lead Follow-Up
Home builder sales cycles are long. Leads that sit in a shared inbox for 48 hours go cold — and your competitor gets the appointment.
How We Fix It
BuilderMate's home builder pipeline management captures every lead instantly, assigns it to a salesperson, and kicks off an automated follow-up sequence. Track source attribution and conversion rates across every lead source.
Homeowner Portal & Communication
Give homebuyers 24/7 access to their project. They can view progress photos, make selections, approve change orders, review invoices, and communicate with you — all from their phone or computer. This is the heart of a modern CRM for home builders.
- Progress photo gallery updates automatically
- Selection choices with photos and links
- Change order review and approval
- Invoice viewing and online payment
- Secure messaging with your team
- Reduce "what's happening?" calls by 80%
Construction Draw Management
Handle construction loan draws and progress billing with ease. Create invoices based on completion stages, attach inspection reports and lien releases, and get paid faster. Works with any bank draw process.
- Payment schedule setup by milestone
- Inspection report attachments
- Lien release tracking
- Retainage calculation and release
- Draw request documentation
- QuickBooks integration for accounting
Home Builder Marketing & Lead Management
Capture every lead from your website, BDX, Zillow, NewHomeSource, or signage directly into the CRM. Run automated email and SMS nurture sequences through the long home builder sales cycle. Track source attribution and cost-per-lead. Run post-close customer satisfaction surveys to drive referrals.
- Lead capture forms for any website or portal
- Automated drip sequences for long sales cycles
- Source attribution and cost-per-lead reporting
- Home builder customer satisfaction surveys
- Review request automation after closing
- Referral tracking and rewards
Home Builder CRM Modules
Every homebuilder CRM module you need, built into one platform — not sold as add-ons.
Lead & Pipeline Management
Capture, score, and nurture leads through long home builder sales cycles.
Selections & Allowances
Track every selection, allowance, and overage with photos and deadlines.
Construction Draw Management
Milestone billing with lien releases and retainage.
Change Orders
Digital change orders with homeowner e-signatures and budget sync.
Subcontractor Portal
Bid requests, POs, insurance tracking, and sub payments.
Home Builder Warranty Software
Track 1/2/10-year warranties and route service tickets.
Homeowner Portal
24/7 access to photos, selections, invoices, and change orders.
Customer Satisfaction Surveys
Automated post-close surveys for NPS, testimonials, and referrals.
Home Builder Marketing Automation
Drip email and SMS sequences, source attribution, referral tracking.
Sales Commission Tracking
Automatic split commissions for home builder sales teams.
Job Costing & Profitability
Real-time budget vs. actual per home, across the portfolio.
QuickBooks Integration
Two-way sync for invoices, vendors, bills, and payments.
Home Builders Using BuilderMate See Real Results
Fewer "what's happening?" calls from homeowners
Reduction in change order disputes
Faster payment collection on average
Saved per project on admin work
Home Builder CRM FAQs
“We build 25-30 custom homes per year. BuilderMate transformed how we manage selections and change orders. Homeowners love the portal—they can see progress photos and track their choices online. We've cut change order disputes by 90% because everything is documented and approved digitally.”
See How Our Home Builder CRM Works for You
Schedule a personalized demo focused on custom home building workflows, or start your free trial today.